Meet Our Team
Sandra Moreira - Client Services Associate
Sandra ensures that our clients receive the best possible service.
She will book appointments for you, and is the first person you should call if you have any questions about your financial planning process.
She will ensure that the appropriate member of our team responds to your query.
Disclaimer: The information contained herein is for ON, NS, NB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.